VWM
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Venturi Wealth Management’s Vulcan Materials VMC Stock Holding History

Venturi Wealth Management’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$819K Buy
2,776
+27
+1% +$7.74K 0.03% 260
2026
Q1 		$748K Buy
+2,749
New +$809K 0.03% 253
2025
Q1 		– Sell
-30
Closed -$7.72K – 1801
2024
Q4 		$7.72K Sell
30
-42
-58% -$11.3K ﹤0.01% 1509
2024
Q3 		$18K Sell
72
-45
-38% -$11.2K ﹤0.01% 1044
2024
Q2 		$29.1K Buy
117
+98
+516% +$25.3K ﹤0.01% 831
2024
Q1 		$5.19K Hold
19
– – ﹤0.01% 1079
2023
Q4 		$4.31K Buy
19
+14
+280% +$2.96K ﹤0.01% 1062
2023
Q3 		$1.01K Buy
5
+1
+25% +$218 ﹤0.01% 1299
2023
Q2 		$902 Buy
+4
New +$767 ﹤0.01% 1029

Other funds holding VMC

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Venturi Wealth Management's VMC Position: Q2 2026 in Review

Venturi Wealth Management increased its Vulcan Materials (VMC) stake by 0.98% in Q2 2026, buying an estimated $7.74K and bringing the position to 2,776 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #260.

Venturi Wealth Management first reported a position in VMC in Q2 2023 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Venturi Wealth Management held 2,776 shares of Vulcan Materials worth $819K as of Q2 2026.
  • Venturi Wealth Management bought 27 Vulcan Materials shares in Q2 2026, an estimated $7.74K.
  • Vulcan Materials made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Venturi Wealth Management first reported a position in Vulcan Materials in Q2 2023 and has held it in 9 quarters since.
  • 204 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.